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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,786 | $96,491+41.8% | $75,894+80.2% | $152,885-10.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 12.57% | 33.98%-21.4pp | 30.76%-18.2pp | 345.39%-332.8pp |
| Employer contribution / active EE | $10,351 | $3,310+212.7% | $2,501+313.9% | $4,763+117.3% |
| Participant deferral / active EE | $980 | $4,553-78.5% | $3,603-72.8% | $5,851-83.2% |
| Admin fee / account holder | $11,412 | $8,079+41.3% | $5,420+110.6% | $11,598-1.6% |